Emerging Market Rotation Begins? The three major AI chip stocks "kidnap" the market, and institutional funds shift from "non-AI core tracks" to diversification.

Zhtng cijng APP huxn, rngng zhnng de kungr y jing xnxng shchng gsh tuxing yg qin su wi yu de jdunsn zh bndit gpio zhngzi "bngji" zhngg zhsh. Ti j din (TSM.US), sn xng dinz h SK hilsh xinzi hj zhndu MSCI xnxng shchng zhsh chogu 30% de zhngzhng, zngshzh d 4.4 wn y miyun, q du zhsh de yngxing l y jijn mig "q jtu" zi biop 500 zhng de zhdo dwi. Zhngg kj bnkui zi gi zhsh zhng de zhnb y pnshng zh yu 45%. Zh zhng jdun de jzhngd zhngzi ynf ychng zjn zi pizh. Suzhe AI xnp g de zhngsh zi 6 yu xi bn jizn r zh, qunqi dxng zchn gunl jgu zhngyn jnli zujn de sd cng zh sn zh gpio "chtu", jing zjn fnsn zh zhnggu dl, ynd yj xiofi, nngyun dng bnkui.